+1,854.5%
AXON vs FTV
+77.3%
+1,777.2%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.5% |
| 7D | -2.5% | -0.4% | -2.1% | -2.2% |
| 30D | -11.5% | -8.3% | -3.2% | -6.8% |
| 3M | +7.3% | -7.4% | +14.7% | +12.0% |
| 6M | -11.9% | -1.2% | -10.7% | -11.7% |
| YTD | -11.0% | +2.7% | -13.7% | -13.9% |
| 1Y | -31.8% | +18.4% | -50.2% | -39.7% |
| 3Y | +135.4% | -2.0% | +137.4% | +129.1% |
| 5Y | +176.9% | +3.4% | +173.4% | +157.2% |
| 10Y | +1,854.5% | +78.5% | +1,776.0% | +1,182.1% |
| All | +1,854.5% | +77.3% | +1,777.2% | +1,182.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FTV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling